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NFP Retirement Inc’s Schwab US TIPS ETF SCHP Stock Holding History

NFP Retirement Inc’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.17M Buy
119,247
+11,999
+11% +$320K 0.19% 78
2025
Q4 		$2.84M Buy
107,248
+17,043
+19% +$457K 0.17% 79
2025
Q3 		$2.43M Buy
90,205
+18,044
+25% +$483K 0.16% 85
2025
Q2 		$1.93M Sell
72,161
-11,752
-14% -$311K 0.13% 94
2025
Q1 		$2.26M Buy
83,913
+4,182
+5% +$110K 0.18% 67
2024
Q4 		$2.06M Buy
79,731
+3,317
+4% +$87.2K 0.16% 79
2024
Q3 		$2.05M Sell
76,414
-19,334
-20% -$511K 0.17% 82
2024
Q2 		$2.49M Sell
95,748
-7,428
-7% -$192K 0.21% 67
2024
Q1 		$2.69M Sell
103,176
-16,984
-14% -$441K 0.23% 64
2023
Q4 		$3.14M Buy
120,160
+786
+0.7% +$20K 0.53% 44
2023
Q3 		$3.01M Sell
119,374
-22,998
-16% -$593K 0.58% 40
2023
Q2 		$3.73M Sell
142,372
-4,896
-3% -$130K 0.7% 36
2023
Q1 		$3.95M Buy
147,268
+15,538
+12% +$409K 0.79% 32
2022
Q4 		$3.41M Buy
131,730
+51,778
+65% +$1.35M 0.75% 35
2022
Q3 		$2.07M Buy
79,952
+23,770
+42% +$661K 0.51% 55
2022
Q2 		$1.57M Sell
56,182
-52,880
-48% -$1.53M 0.4% 59
2022
Q1 		$3.31M Buy
109,062
+73,310
+205% +$2.25M 0.78% 37
2021
Q4 		$1.12M Buy
+35,752
New +$1.13M 0.4% 46
2021
Q3 		– Sell
-22,186
Closed -$693K – 142
2021
Q2 		$693K Buy
+22,186
New +$688K 0.27% 63

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NFP Retirement Inc's SCHP Position: Q1 2026 in Review

NFP Retirement Inc increased its Schwab US TIPS ETF (SCHP) stake by 11% in Q1 2026, buying an estimated $320K and bringing the position to 119,247 shares worth $3.17M. The position accounts for 0.19% of the portfolio, ranked #78.

NFP Retirement Inc first reported a position in SCHP in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.95M in Q1 2023. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • NFP Retirement Inc held 119,247 shares of Schwab US TIPS ETF worth $3.17M as of Q1 2026.
  • NFP Retirement Inc bought 11,999 Schwab US TIPS ETF shares in Q1 2026, an estimated $320K.
  • Schwab US TIPS ETF made up 0.19% of NFP Retirement Inc's portfolio in Q1 2026, its #78 holding.
  • NFP Retirement Inc first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 19 quarters since.
  • NFP Retirement Inc's Schwab US TIPS ETF position peaked at $3.95M in Q1 2023.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.